. >> tom: meantime, the environment out there, we sought latest g.d.p. revision yesterday, a slower economy faster than expected. corporate earnings also slowing down. that's happening regardless of what's going on in the political environment. >> it certainly is. earlier this summer, what was really driving stock prices, in my person was two words-- anticipated stimulus. notice, it's removal of uncertainty, and so i think the real question is will we be seeing a trough in corporate earnings in the third quarter, a trough in u.s. g.d.p., in this or the fourth quarter of the year? or might we be seeing troughing a little bit later on for other international g.d.p.s. in general, i think a lot of people are anticipating that maybe the worst will soon be behind us, especially because of all this liquidity that's been pumped into the system over the past several months. >> tom: you've crunched numbers and brought some sectors to watch for next three months, including the technology area here with xlk, being the e.t.f. for the technology sector. has had a nice